Lori Patrick Email & Phone Number

Fairfield, Connecticut

Responsible for achievement of sales, customer service and operations in relation to banking center and market goals. Responsible for employee development and retention of high performing sales/service team through leadership and coaching.

• Assist with achievement of sales, customer service, P&L management, operations and employee development goals in branch and contribute to achievement of market goals• Assist with development and retention of a high performing sales/service team through leadership and coaching in all aspects of sales, service and operational excellence• Responsible for overseeing all daily branch functions and overall customer experience in absence of the Branch Manager• Assist branch manager in developing, implementing, and managing a detailed business plan and participate in establishing team sales and service goals• Build strong internal/external relationships through ownership of problem solving and follow through• Participate in and encourage team involvement in team and telemarketing events and community involvement efforts• Assist with the achievement of year over year profitability through daily expense management consistent with branch P&L statement• Make recommendations to reward and recognize performance of team members utilizing established programs and sources

•Perform bank duties and oversee operational activities for personal accounts.•Assist customers in selection of various accounts and financial services by proactively profiling customer needs and match our products’ features and benefits to those needs.•Responsible for business development by actively develop new customer relationships through telemarketing and other outreach efforts.•Promote alternative delivery of services and other marketing initiatives as required.•Utilize internal business partners to strengthen existing customer relationships and target new prospects.•Consistently provide exceptional customer service.•Responsible for being fully knowledgeable and skilled in the areas of teller, vault, safe deposit operations, transaction processing, on-boarding of new accounts, lines of credit, discussing and accepting and processing credit applications.•Provide leadership, training and support to less experienced branch staff members.•Assist in the management team in preparation, coordination and delivery of branch meetings.

•Responsible for efficient operation of the teller line and compliance with Federal and State Bank policies and procedures.•Perform branch operations as determined by policy and procedures including but not limited to branch settlement, service and settlement of the ATM, vault settlement, ordering supplies, completion of daily, weekly and quarterly task lists. •Assist in the management team in preparation, coordination and delivery of branch meetings.•Assist in the training of new hires as well as assigning duties and scheduling workflows on a daily basis.•Promote teamwork and a positive working environment in order to achieve team goals.•Consistently provide exceptional customer service.•Identify cross-sell opportunities and refer customers to appropriate sales team member.•Consistently meet/exceed all sales goals and customer service standards.•Promote alternative delivery of services and other marketing initiatives as required.•Proactively profile customer needs and match our products’ features and benefits to those needs.•Perform branch operations as determined by policy and procedures including but not limited to branch settlement, service and settlement of the ATM, ordering supplies, completion of daily, weekly and quarterly task lists. •Contribute to expense management by preventing cash overages, shortages and fraud.

•Designed, implemented and administered annual and mid-year compensation review programs. Including development of web-based tool for collection of salary and bonus recommendations. Oversaw data integration from/to PeopleSoft. Provided reports for business leaders and Board of Directors review of pay and bonus recommendations. Designed and produced individual compensation statements for manager/employee communication. Partnered with Finance on reconciliation of bonuses with accruals.•Facilitated management of compensation decisions (promotions, transfers, etc.) within guidelines and process through PeopleSoft system and payroll. Coordinated and calculated compensation commitments.•Consulted to senior management regarding compensation issues.•On going administration of stock programs as defined by Towers Perrin Bylaws. This included all reporting, auditing, share offers and repurchases from ex shareholders.•Monitored bonus accruals and reporting on a monthly basis for use in critical financial analysis of company operating profit actuals and projections.•Coordinated with HR Administration to streamline processes and determine most efficient ways to use PeopleSoft. Also, developed ways to ensure accuracy of PeopleSoft employee data.•Provided ad hoc compensation reports as requested to support specific business needs

•Managed global salary and bonus programs. •Developed international transfer agreements and manage expatriate program•Worked closely with recruiters to develop compensation recommendations and offer letter agreements for new hires.•Interfaced with all levels of management regarding compensation policy.•Performed data analysis of internal and external information. Including participation in external salary surveys.•Worked closely with manager to develop and coordinate compensation review programs.

•Overall management and administration of HRIS department and supervision of eight employees.•Developed departmental policies to ensure efficient flow or workload to consistently meet deadlines using cost effective procedures while maintaining quality control.•Participated in steering committee for corporate users group.•Developed monthly and ad hoc reports using FOCUS and VMSQL. Produced monthly analysis of employee status changes worldwide.•Interfaced with all levels of management and liaison with corporate resource units.•Performed human resource administrative functions (i.e. calculating leave of absence payments, termination allowances, coordinate salary increases and/or adjustments).

•Responsibilities included overall management and administration of the Account Services Department, including participating in contract negotiations.•Served as GSA primary contact, contract administrator and liaison between Gartner Group and federal government and provided extensive client contact to facilitate service satisfaction and contract renewal.•Performed new business, renewal retention and cancellation analysis. Prepared monthly business volume reports.•Supervised the processing of account service deliverables to ensure efficient and cost effective operations.•Calculated sales commissions and bonus plans.•Prepared invoices, approved and processed orders.•Worked with Information Services Department to design and test new consolidated database which brought together three separate databases used in company operations.•Supervised the work of one junior account services coordinator and two data entry clerks.